+266.0%
TRGP vs BEN
+87.8%
+178.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +2.4% | +7.2% | -4.8% | +1.2% |
| 30D | +0.8% | +14.1% | -13.3% | -1.5% |
| 3M | +10.4% | +9.9% | +0.4% | +8.5% |
| 6M | +16.3% | +17.4% | -1.1% | +12.2% |
| YTD | +61.1% | +57.3% | +3.8% | +44.4% |
| 1Y | +71.6% | +66.9% | +4.7% | +51.3% |
| All | +266.0% | +87.8% | +178.1% | +209.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling